Document Management Reviews and Ratings
What is Document Management?
Gartner defines document management as the tools and practices used to capture, store, process, and access documents and content in support of personal, team and enterprise needs. It is used for a wide range of collaborative and operational purposes, enabling the digital workplace, content collaboration, content-centric processes, content services for enterprise applications and content governance. Gartner estimates that 70% to 80% of enterprise information is unstructured, posing a significant challenge for organizations that must unlock the potential and mitigate the risks of content. Document management tools are critical to enterprise application strategies that need to support unstructured information or content.
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Google Drive is a cloud-based software designed to allow users to store, access, and manage files online. The software supports a variety of file formats, enabling the organization and sharing of documents, spreadsheets, presentations, and other file types across multiple devices. Google Drive offers collaborative features that facilitate real-time editing and commenting on shared files, supporting teamwork and project management. The software integrates with productivity tools such as Google Docs, Sheets, and Slides, and provides search capabilities to quickly locate files. It addresses business needs related to secure file storage, streamlined document sharing, and accessible data backup.
OneDrive is a cloud-based software designed for file storage, sharing, and synchronization across devices. It enables users to securely store documents, photos, and other files, and access them from desktop, mobile, or web platforms. The software offers features such as real-time collaboration, version history, and integration with productivity tools, supporting productivity and workflow management. OneDrive addresses business challenges related to data accessibility, remote collaboration, and backup by allowing organizations to manage files centrally, facilitate team communication, and protect against data loss. Advanced security features help safeguard sensitive information, while integration with other enterprise solutions streamlines day-to-day operations.
Microsoft 365 is a software suite that provides a range of productivity and collaboration tools, including word processing, spreadsheets, presentations, email, calendaring, and cloud storage. The software integrates applications such as Word, Excel, PowerPoint, Outlook, and OneDrive, enabling users to create, edit, and share documents across devices. It supports real-time collaboration, communication, and file management for individuals and teams. Microsoft 365 offers security features, device management capabilities, and compliance tools to address business requirements and protect organizational data. The software is designed to facilitate workplace efficiency and streamline workflows by centralizing essential business applications.
Dropbox is a software designed for file storage, synchronization, and sharing across devices. It enables users to upload files to the cloud and access them from computers, mobile devices, and web browsers. The software facilitates collaboration through shared folders and file links, which allow multiple users to contribute or view documents in real time. Dropbox supports document versioning and recovery, helping users restore previous file versions if needed. It integrates with productivity tools and applications to streamline workflows, and provides administrative controls for managing access and permissions within teams or organizations. This software addresses the business need for secure, accessible, and organized digital file management and collaboration.
Speed up operations, simplify complex tasks and stay prepared for the future with Laserfiche’s cloud content services platform for low-code content-centric process automation, document and records management, content capture and integration. Automate vendor onboarding, accounts receivable, contract management and more on Laserfiche with industry-proven process automation tools to optimize inefficient processes and focus more time on value-added work. Organize important information across the enterprise in Laserfiche so the right people have access to the right content. Intelligently capture content with Laserfiche and minimize time-consuming manual work by auto-filing incoming files into a quickly searchable, organized location. Enable connected user experiences across the line-of-business applications your teams rely on by taking advantage of Laserfiche’s low-code integration tools and APIs to develop custom solutions.
M-Files is a Context-First Document Management platform that organizes information based on what it is—not where it’s stored. By unifying documents, data, & processes into a single, context-rich view, M-Files eliminates manual document handling, reduces operational friction, and enables consistent, policy-driven governance. M-Files is native to Microsoft 365 and integrated with leading business applications, enabling organizations across a variety of industries to work in familiar tools while gaining enterprise-grade automation, governance & control. Its intelligence layer, M-Files Aino, enriches metadata, enhances discoverability, and delivers precise, context-aware insights that power automation and trustworthy AI. Organizations can reduce operational friction & improve document reliability, automate approvals, audits, quality checks & reporting, strengthen compliance with consistent, policy-driven governance and trust AI-powered insights grounded in accurate, contextualized content.
Adobe Acrobat is a software designed for creating, editing, managing, and sharing PDF documents. It offers features for converting files from various formats to PDF, as well as tools for editing text and images within PDF files. The software includes options for organizing and combining multiple documents, securing files through password protection and permissions, and enabling electronic signatures for document workflows. Adobe Acrobat provides functions for reviewing and commenting, facilitating collaboration among multiple users. The software addresses business needs related to digital document management, ensuring efficient handling, distribution, and archiving of files in an electronic format.
Box is a cloud-based software that enables organizations to manage, store, and share files securely across teams and devices. The software supports collaboration by allowing users to edit documents, assign tasks, leave comments, and control file versioning. It includes permission settings for data access and integrates with a range of productivity tools and enterprise applications to streamline workflows. Box aims to address challenges related to file organization, content management, and secure data sharing, making it suitable for businesses that require centralized document storage, real-time collaboration, and compliance with regulatory requirements.
FileCloud is a software designed for secure file sharing, synchronization, and data governance suitable for organizations seeking control over their digital assets. The software supports file storage, access, and collaboration across different devices and locations, while providing administrative tools for compliance, activity auditing, and user management. FileCloud offers features such as document management, data loss prevention, and access controls to help businesses address security requirements and regulatory compliance. It includes support for on-premises, cloud, or hybrid deployment models, making it adaptable to diverse IT infrastructures. The software aims to facilitate efficient data access, sharing, and collaboration while maintaining privacy and security standards.
OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly
tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built
integrations and connectors to core industry LOB applications such as Epic and Workday, supporting
critical content and process solutions. With repeatable industry solutions, OnBase provides the
capability to intelligently automate your business processes so your team can focus on higher value
work without the need to build costly customized solutions. With business ownership of solutions,
OnBase enables expansion beyond IT, delivering faster ROI.
ShareFile is a software designed to facilitate secure file sharing, storage, and collaboration for organizations. It enables users to send and receive documents, manage file access, and control permissions within a centralized platform. The software supports workflow automation, e-signatures, and integration with various productivity applications, aiming to streamline document handling and reduce manual processes related to file distribution. ShareFile addresses business needs around data security, compliance, and efficient management of digital content by providing tools for encrypted transfers and audit trails. The software offers solutions intended to help organizations manage files in a secure and organized manner, ensuring regulatory requirements are met while maintaining collaboration efficiency.
Egnyte is a cloud-based platform that helps businesses manage, protect, and govern their digital content. It offers a variety of features, including: AI – Built-in generative AI automates tasks around unstructured data, while predictive AI identifies sensitive data and detects unusual behaviors for proactive security. COLLABORATION -- Securely share files and collaborate with others in real-time, on any device, and co-edit Microsoft Office and Google Workspace files. SECURITY -- Prevent unauthorized sharing of sensitive data, detect internal and external threats, and manage unintended insider risk. GOVERNANCE -- Meet data privacy and compliance regulations and set up automated workflows to ensure files are reviewed and approved before sharing. Egnyte is used by businesses in highly regulated industries, such as life sciences, financial services, engineering, government and defense, and health care.
Tresorit is a cloud-based software designed to provide secure file storage, sharing, and collaboration for individuals and organizations. The software employs end-to-end encryption to protect data both at rest and in transit, ensuring that only authorized users can access and manage files. Features include file synchronization across multiple devices, user and permission management, secure links for file sharing, granular access controls, and activity tracking. Tresorit supports workflows that require compliance with various data protection regulations by providing audit trails and data residency options. The software aims to address business problems related to data security, regulatory compliance, and collaboration among distributed teams.
DocuWare's document management system is designed to solve the common challenges businesses face, such as managing information silos and reducing data duplication. The platform provides advanced document indexing, secure storage, and workflow automation, which seamlessly integrates with tools like Microsoft 365 and SharePoint. It is cloud-based, facilitating secure online collaboration, version control, and comprehensive administrative oversight, but also available on-premises for businesses requiring localized solutions. AI-powered workflows ensure smart and intuitive processing and transformation of business operations. DocuWare’s solution helps businesses boost productivity, maintain data security, and stay compliant with industry regulations, providing a solid foundation for effective digital transformation. Numerous add-ons further enhance the platform, allowing customization and scalability to meet specific business requirements.
Zoho WorkDrive is a software designed for file management and team collaboration, enabling organizations to store, organize, and share documents securely. The software supports real-time collaboration by allowing teams to create, access, and edit files from anywhere. It provides granular access controls, activity tracking, and audit trails to help maintain data security and compliance. Zoho WorkDrive integrates with a range of business applications to streamline workflow processes, simplifies document management with advanced search and version controls, and addresses the business need for centralized document storage that enhances productivity and supports distributed teams.
Doxis Intelligent Content Automation is an AI-powered content services platform designed to bridge and automate content across best-of-breed apps like SAP, Salesforce & Microsoft to deliver a contextualized content experience and a future-ready digital workplace. What’s inside: Composable and contextual AI to harness and disseminate hidden insights; cloud-native solution suites, e.g. Doxis Intelligent Purchase-to-Pay Automation, Doxis Content Bridge for SAP & Salesforce, Doxis Healthcare; in addition to easily configurable, custom content services applications, e.g. intelligent archiving, document management, workflow automation, contract management, HR, QM, invoice and order confirmation automation; and solutions for verticals like banking, healthcare, insurance, logistics, manufacturing sector, public sector, retail, utilities. Doxis connects with a wide range of leading business applications, such as SAP, Salesforce & Microsoft.
OpenText Extended ECM is an enterprise content management platform that securely governs the information lifecycle by integrating with leading enterprise applications, such as SAP, Microsoft 365, Salesforce and SAP SuccessFactors. Extended ECM brings content and processes together to provide access to information when and where it’s needed to improve decision-making and drive operational effectiveness.
AMPLIFY Content Services (Legacy) is a software designed to facilitate content management and integration across various business applications and processes. The software enables organizations to store, organize, and retrieve digital content efficiently, supporting collaboration among users and teams. Through its API-driven architecture, AMPLIFY Content Services (Legacy) offers features such as document management, workflow automation, and secure access controls. The software addresses challenges related to disparate content repositories and fragmented information flows by providing a centralized platform for content governance. AMPLIFY Content Services (Legacy) allows businesses to streamline operations, reduce manual intervention, and improve compliance management by ensuring consistent access and control over enterprise content assets.
The Alfresco Digital Business Platform offers open, secure content services to let you unlock the value from your most important business information. Give users access to their content wherever and however they work with Alfresco’s open, flexible, and highly scalable cloud-native content services platform. Easily integrate and connect with everyday business applications. Find, view, collaborate on, govern, and securely share digital content—and get information to the right person at the right time.
iManage Work is a software designed to manage documents and emails for professionals in various industries, including legal, accounting, and finance. The software offers features such as document collaboration, version control, search capabilities, secure file sharing, and workflow automation. It enables teams to organize information, access documents securely, and maintain compliance with regulatory requirements. iManage Work addresses the business problem of information governance and streamlines document management by providing centralized storage, auditing tools, and permissions management to help organizations reduce risks associated with data loss, unauthorized access, and inefficient workflows.
Features of Document Management
Updated January 2025Mandatory Features:
Search services find content based on metadata or the full text of documents. Search tools use natural language processing to create an inverted index or more advanced vector embeddings. Many systems support faceted search, which can filter results based on metadata.
Security and protection services prevent unauthorized access and changes to content and metadata with role-based access control. Advanced features provide endpoint protection, data-loss prevention and security classification.
Content storage services help control where and how content is stored at every stage of its life cycle. As part of an information life cycle management strategy, services may include encryption; sovereign storage; storage tiering; on-premises storage; cloud storage; file system storage; content-addressable storage; database storage; and write-once-read-many (WORM) storage.
Library and repository services organize and index collections of documents. Library services provide facilities to check content in and out, and to track and maintain version history. Some solutions support complex relationships between content such as renditions. These features are tightly integrated with content storage, metadata, search, governance and security services. Advanced library services include support for templates.
Information governance services classify, preserve, and dispose of content according to operational and legal needs. This includes retention policies that determine the lifetime of content; content classification to support personally identifiable information (PII) and Health Insurance Portability and Accountability Act (HIPAA); record administration; and, in advanced cases, support for complex records standards.
Metadata services describe content using summary data. Simple systems have read-only system metadata, but more sophisticated services support document classification, user-defined types and attributes using industry-standard metadata models.
Digital workplace integration ensures documents can be used in digital workplace suites which include collaborative work management, workstream collaboration, meetings, intranets and collaborative document editing.


















